Independent Solutions Wealth Management’s Consolidated Edison ED Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-2,958	Closed	-$213K	–	162
2020 Q2	$213K	Sell	2,958 -196	-6%	-$14.1K	0.09%	145
2020 Q1	$246K	Sell	3,154 -53	-2%	-$4.13K	0.14%	108
2019 Q4	$290K	Buy	+3,207	New	+$290K	0.13%	129